Xy Planning Network, Inc. Schwab Strategic Tr Us Dividen Transaction History
Xy Planning Network, Inc.
- $294 Billion
- Q3 2025
A detailed history of Xy Planning Network, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Xy Planning Network, Inc. holds 49,563 shares of SCHD stock, worth $1.35 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
49,563
Previous 49,563
-0.0%
Holding current value
$1.35 Million
Previous $1.31 Billion
-0.0%
% of portfolio
0.45%
Previous 0.45%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
2,057Shares Held
873MCall Options Held
4.95MPut Options Held
2.61M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.13 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$989 Million0.31% of portfolio
-
Cetera Investment Advisers Schaumburg, IL35MShares$954 Million1.19% of portfolio
-
Sumitomo Life Insurance CO31.1MShares$846 Million27.8% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$775 Million4.28% of portfolio